Scoped on structural complexity, not revenue.
Three tiers, each with a fixed scope and a fixed monthly fee. No hourly estimating and no rotating staff. One named accountant working from your actual structure rather than a generic package.
Six signs you need a controller, not another bookkeeper.
Most companies make the call at the point where the books stop being a compliance obligation and start being a decision-making problem.
Your close takes three weeks
And you still do not trust the number. By the time you see it, it is too old to act on.
Revenue recognition has become complicated
Multi-year contracts, usage tiers, and deferred schedules, handled by a bookkeeper who was never built for it.
Finance is quietly consuming your week
The most expensive person in the company is performing reconciliations.
You are running more than one entity
Consolidation, intercompany eliminations, and separate books that must tell one consistent story. Most bookkeepers stop at a single entity.
Your board asks questions your reports cannot answer
A profit and loss statement is not a board package. If the reporting stops at what was spent, it is not doing its job.
Every tool talks past every other tool
Billing system, payroll, cap table, and bank feeds. Reconciling them by hand each month is a symptom, not a workflow.
Three tiers, in full.
Each tier is a floor rather than a menu. Every engagement is scoped individually against your actual structure before it is quoted.
Full Cycle Accounting
$1,500 / mo
The foundation. Your books run clean, close on time, and arrive with a real explanation attached.
- Full charge bookkeeping covering accounts payable, accounts receivable, and payroll coordination
- Bank and credit card reconciliation
- Monthly close by day 10
- Financial package with commentary: profit and loss, balance sheet, cash flow, and variance notes
- One named accountant, not a rotating team
Fractional Controller
$2,500 / mo
Everything in Tier I, plus the forward-looking view a board or investor actually asks for.
- Everything in the Full Cycle Accounting tier
- Rolling 13 week cash flow forecast, updated weekly
- Board ready reporting packages
- KPI and covenant tracking
- Budget versus actual analysis
Multi-Entity & Family Office
Custom scope
For structures with more than one set of books that must tell one consistent story.
- Multi-entity consolidation and intercompany eliminations
- Capital call and distribution tracking
- Limited partner and family reporting
- K-1 support packages prepared here, filed by your CPA
- Waterfall and preferred return calculations, developed with your counsel and CPA from the governing documents
- Section 174 capitalization support, with complex positions escalated to a CPA specialist
- Rillet working knowledge, with implementation handled by Rillet’s own team
Revenue is the wrong number.
A $2M SaaS company with clean single-entity books fits comfortably in Tier I. A $900K family office running three linked entities with capital calls belongs in Tier III. Scope is set against structural complexity: how many entities, how the revenue actually recognizes, and what reporting a board or investor expects, rather than the size of the top line.
Connected entity pricing. Where an engagement includes linked or sub-entities under the same parent, each additional entity is priced as an addition to the primary engagement, well below a separate minimum, rather than billed as though it were a standalone client.
Tax return preparation and cohort or magic number analysis are not part of any tier. We coordinate with your CPA and your board deck on those.
Is this a fit?
Strong fit
- AI and deep tech, SaaS, consulting, professional services, or investment and family office businesses
- Structural complexity: multiple entities, board or investor reporting, revenue recognition complexity, or a capital structure a generalist bookkeeper was not built for
- You want one accountant who knows the business rather than a ticket queue
Not a fit
- Pre-revenue or single-entity businesses needing basic bookkeeping only, with no board or investor reporting
- Tax return preparation as the primary service. This is out of scope, and we coordinate with your CPA
- Hourly or ad hoc work rather than a monthly engagement
Office hours are 9:30 AM to 2:30 PM ET, with a 24 hour response commitment outside that window.
Let’s determine whether this is a fit.
A 30 minute engagement review covering where your finance function stands today, what it needs to become, and whether this firm is the right one to get you there.